Plain-English reading on the money moments every family hits from first budgets to estates, told by people who’ve been there.
In brief: The Second Pensions Commission’s interim report, published in May 2026, estimates that 43% of working-age people in Great Britain (around 15 million) are
Summary: Use the SMARTER framework: Specific, Measurable, Achievable, Relevant, Time-bound, Evaluated, and Revised – this beats vague financial goals every time Break annual goals into
Summary: Small amounts matter: Even £50/month from birth can grow to £22,000 by age 18 through compound interest Time beats amount: Starting with £35/month at
Summary: The great wealth transfer of $68 trillion over the next 25 years requires new collaborative approaches that go beyond traditional wealth management to include
Summary: Financial disconnection between family members often signals the need for collaborative money management tools Scattered accounts and poor visibility into your family’s complete financial
Summary: Collaborative financial planning transforms family finances through transparent communication, shared responsibility, and coordinated goal setting, with many families arguing less about money when using
Summary: UK Inheritance Tax Applies to Non-Residents’ UK Assets –Non-residents owning UK property are subject to a 40% inheritance tax (IHT) on assets exceeding the £325,000
Summary: Utilise Key Inheritance Tax Exemptions – Assets such as gifts to spouses or civil partners, charitable donations, and certain business or agricultural properties may
Summary: Top Alternatives Identified – With Mint’s discontinuation, apps like Know Your Dosh and PocketSmith are highlighted as effective tools offering features such as expense
The 2024 tax year brings significant changes to how taxes are calculated in the UK, and whether you’re an employee, business owner, or investor, these
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